|Available in: Salesforce Classic|
|Available in: Enterprise, Performance, Unlimited, and Developer Editions|
|To enable the partner portal:||“Customize Application”|
Starting in Summer ’13, the partner portal is no longer available for organizations that aren’t currently using it. Existing organizations continue to have full access. If you don’t have a partner portal, but want to easily share records and information with your partners, try Communities.
Existing organizations using partner portals may continue to use their partner portals or transition to Communities. Contact your Salesforce Account Executive for more information.
To enable the partner portal:
- From Setup, enter Partners in the Quick Find box, then select Settings.
- Click Edit.
- Select the Enable Partner Portal checkbox.
- Click Save.
After you enable the partner portal, you cannot disable it. However, you can prevent users from logging into your partner portal. For more information, see Partner Portal Configuration
After you enable the partner portal for your organization, you can then create one or more partner portals to satisfy the various business needs of your customers.
You can create a maximum of 5 partner portals in your organization. Increases to that number are subject to product manager approval and require detailed use cases.
When you enable the partner portal, the following items are automatically added to your organization:
- Partner User profile
- You can assign partner portal users to profiles cloned from this profile. For each cloned profile, verify that the “API Only User” permission is not selected; if this permission is selected, users associated with the profile will not be able to log in to the partner portal.
- Enable As Partner button on account records
- Allows you to create a partner account.
- Enable Partner Portal User and View Partner Portal User buttons on contact records
- Allows you to create a new partner user or view existing partner users.
- “All Partner Portal Users“ and “All Internal Users” groups along with the “Roles and Internal Subordinates” sharing rule category
- You can use these groups and the sharing rule category to easily create sharing rules that grant all of your partner portal or Salesforce users access to specific data.
|All Partner Portal Users group||Contains all partner portal users in your organization|
|All Internal Users group||Contains all Salesforce users in your organization|
|Roles and Internal Subordinates sharing rule category||Allows you to create sharing rules in which you can choose specific Salesforce users in your organization by role plus all of the users in roles below that role, excluding any partner portal roles|